News + Filings Holdings
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WEALTH MANAGEMENT RESOURCES, INC.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| IEF | OPTION | 161,518 | 161,518 | 15,602,675,000 | 15,602,675,000 | 9.07 | |
Hist
| 06/30/2023 |
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Westfield Emerging Markets Small Cap Fund LP
| TFI | ETF | 15,584 | 15,584 | 719,376,000 | 719,376,000 | 0.42 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| HYMB | Common | 28,256 | 28,256 | 706,690,000 | 706,690,000 | 0.41 | |
Hist
| 06/30/2023 |
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Lifevantage Corp
| LFVN | COM NEW | 2,931 | 2,931 | 416,567,000 | 416,567,000 | 0.24 | |
Hist
| 06/30/2023 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 3,770 | 3,770 | 402,371,000 | 402,371,000 | 0.23 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHG | Common | 3,255 | 3,255 | 243,980,000 | 243,980,000 | 0.14 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| FITE | Common | 4,988 | 4,988 | 243,757,000 | 243,757,000 | 0.14 | |
Hist
| 06/30/2023 |
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